Drill Down tab on the Summary View form
This tab is optional. You can allow the summary view report user to drill down from summary statistics to the supporting detail by clicking a plus sign icon. When a user clicks the plus sign icon to perform the drill-down operation, Pega Platform uses information in this tab to query the database, sort the results, and present the details.
Use this tab to define the fields in each detail or drill-down row.
In contrast to the properties listed on the Content tab, these properties are not limited to those that are exposed as database columns, and can be top-level or embedded properties. However, for optimal performance, use only top-level properties.
Columns display in the order listed. Sorting occurs in the order listed.
Select a view type to display when the user drills down on a row in the report. You can drill down to another report or chart from the selected row.
|Configure...|| If you selected
Complete this window to configure a drill-down from one summary view to another from a row in the summary view, from one interactive chart to another, or from a summary view or interactive chart to a list view. (Only interactive charts, not image charts, can be the source or target.)
If the summary view rule is within a harness, and the drill-down chart replaces the original summary view chart, both the original and drill-down chart must be of the same type. If the original chart is not replaced, the drill-down chart can be of a different type.
No data set is passed to the target list view or summary view, only parameters:
Click Apply to save your changes.
For an example of this feature, see the Pega Community article How to drill down to a list view from a summary view report.
Complete these fields when you select
for the Drilldown To value.
|Field||Optional. Enter a property reference for a value to display at run time when users request a drill-down from the summary report.|
Optional. Enter text for a caption for the value in the Field field.
If your application supports users in multiple locales, choose a noun or noun phrase for the caption of 64 characters or less and select the Localize? check box on the HTML tab. Choose a caption that is already included in a language pack, to simplify localization. Click the
Optional. To override the normal HTML display-mode presentation of this property, identify a control to use when presenting this property in this report. Click the
Images and Links
Two controls are useful here:
parameters to reporting_image and reporting_link include an activity that executes upon click. Typically, this activity executes an HTML rule, displayed in a new window. For an example, see the Pega Community article How to include an image or link as a report column.
Optional. If this drill-down display can be exported to Excel, select a control to use for the export. Ordinarily, select one of the following, as appropriate to the type of the value:
|Hide||Select to retrieve this column in the drill-down detail, but to present it in a hidden field in the HTML display.|
These fields are optional when you select
for the DrillDown To value.
Enter a clipboard page name to contain the report contents. (You can't use
Optional. Identify the Activity Name key part of the getContent activity for the drill-down operation, which applies to the
The activity name must be getContent (the default value) or drill-down is disabled.
|Data source of drill down view||Optional. Select the data source for the drill-down display.|
|Key of a row||
Identify a property that is present in every row of the drill-down display and uniquely identifies the row.
Enter pzInsKey (identifying the handle of an instance) in most cases, where Data Source field is blank or identifies an internal class.
If the Data Source identifies an external class, enter the property that forms the key of a row. (A custom GetContent activity must copy this property to the pxInsHandle property in each page within the pxResults list.)
|Get row key||Select to have the report display the key field for each row.|
|Get distinct records||Select to eliminate duplicate records in the view.|
|Maximum number of rows to retrieve||Optional. Enter a maximum number of instances to retrieve for the report contents. As a best practice during testing, enter 500. If you leave this blank, the system enforces a limit of 9,999.|
|Enable sorting?||Select to allow the user to sort report values by clicking on column headers.|
|Fixed header?||Select to prevent the header from scrolling if a user scrolls the drill down listing.|
- Summary views
Use the Summary View rule form to define a custom or personal query. This rule generates HTML that provides an interactive display or chart.